FirstContact
Loan File Contact Maker
One-time setup. Stored locally on this device.
Authorized personnel only.
Dictate, paste an email, or type it out — then send Robert, James, and your manager a new-file heads-up with PDF and contact cards attached.
Skip the typing. Tap dictate and talk through the file — AI fills every field it can find. Or paste an email instead.
Drop a PDF, image, .docx, or .txt — or .
Multiple files OK. Up to 10 files / 20 MB.
Email will go to Robert, James, and your manager.
Fill the required fields below to generate.
To Robert · cc James + your manager · PDF and contact cards attached.
Manage the loan officer roster. Changes apply immediately across all sessions.
| LO Name | LO Email | Manager | Manager Email | Team | Actions |
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